George Matthai is a financial advisor at Perigon Wealth Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Matthai & Associates, Inc. for over three decades. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, utilizing sub-advisors or turnkey asset management programs when appropriate, and maintains institutional relationships with multiple custodial platforms.

Donald Hoffman is a financial advisor with Prosperity - An EisnerAmper Company based in Owings Mills, MD. He holds a Series 66 designation and has 25 years of industry experience. His prior work includes roles at DAI Securities, LLC, EisnerAmper LLP, Triad Advisors Inc, and The Hoffman Group, LLC. Outside of his advisory activities, he is involved in a pizza and soda sales business, serving as a member of Topstage LLC. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm manages approximately $5 billion in client assets with a focus on asset allocation and diversification, offering both discretionary and non-discretionary management through third-party Independent Managers and model portfolios.

Charles Reichelt Jr. is a financial advisor at Founders Financial Securities LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at John Hancock Distributors LLC and John Hancock for 18 years. He also consults for Dialectica outside of his investment advisory role. Founders Financial Securities serves individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients through a broad network of registered investment adviser representatives. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and utilizes a variety of investment approaches implemented across multiple program platforms.

Patrick Sweeney is a financial advisor at Greenspring Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has been with Greenspring Advisors since 2020. Prior to his advisory role, he worked at Columbia Gym for ten years. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors, offering private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm combines fundamental, quantitative, and qualitative analysis with rigorous due diligence and provides a range of fiduciary and non-fiduciary retirement plan services, including the (k)larity Plan™ pooled employer plan and (k)larity @ Work™ platform.

Connor Seifert is a financial advisor at McAdam LLC with a Series 65 designation and three years of industry experience. He previously worked at New York Life from 2019 to 2021 and has been with McAdam LLC since 2021, including roles at Cornerstone Capital Planning Group and RetireUS. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to manage portfolios across mutual funds, ETFs, independent managers, and individual securities, offering both traditional and alternative investment strategies tailored to client objectives.

Kurt Wiegert is a CFP® with 27 years of experience in the financial services industry. He is currently a financial advisor at Merit Financial Advisors and has previously worked at Kestra Advisory, Towson Wealth Management, Founders Financial Securities LLC, and Transamerica Financial Advisors. Wiegert also serves as a notary and holds a treasurer position on the board of a local condominium association. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation strategy managed by both an internal investment team and third-party sub-advisers, supporting discretionary and non-discretionary accounts.

Thomas Sawyer is a financial advisor with CreativeOne Securities, LLC, holding Series 65 and Series 63 designations and one year of industry experience. He also serves as Director of Client Service at Sawyer Wealth Management, a role he has held since 2016. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm offers financial planning, consulting, discretionary and non-discretionary portfolio management, and fiduciary retirement plan services, combining project-based planning with ongoing asset management through its proprietary platform and external manager referrals.

Jeffrey Simet is a financial advisor at Verdence Capital Advisors, LLC with two years of industry experience. He holds a Series 66 credential and has previously worked at T. Rowe Price and Hyland Advisors LLC. Outside of his advisory role, he has worked in food service as a server and cashier. Verdence Capital Advisors serves a diverse client base including individuals, businesses, pension and profit-sharing plans, trusts, estates, and independent advisers. The firm employs a multi-disciplinary investment process combining fundamental, technical, and cyclical analysis, offering discretionary portfolio management, financial planning, and specialized advisory services.

Philip Lazzari is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at Snowden Lane Partners since 2014 and is also involved with Simply Soccer Plus, a venture he has been associated with for over 30 years. Additionally, he owns HWA Inc., a business focused on making introductions to a voluntary benefits company. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and a range of advisory programs, utilizing multi-team resources and institutional capabilities to manage a diverse array of assets and client needs.

Ellen Pierce is a financial advisor at Harbor Investment Advisory, LLC with 30 years of industry experience. She previously worked at UBS Financial Services Inc. for 21 years. Outside of her advisory role, she owns and operates a flower and gift shop and serves on the advisory board for the Archdiocese of Baltimore Partners in Excellence Scholarship Program, which provides scholarships to low-income families. Harbor Investment Advisory serves individual and high-net-worth clients, family offices, retirement plans, charitable organizations, and business entities, offering portfolio management, financial planning, retirement plan consulting, and various advisory programs. The firm combines quantitative and qualitative analysis to tailor asset allocations and select third-party portfolio managers, providing both discretionary and non-discretionary investment solutions.

Megan Foard is a financial advisor at Verdence Capital Advisors, LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Deutsche Bank Securities Inc. for 12 years. Megan is also a partner in an investment partnership, Hunt Valley Partners, which she engages with for personal investment purposes. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, pension plans, trusts, and charities, providing discretionary portfolio management, financial planning, and consulting. The firm employs a mix of fundamental, technical, and cyclical analysis to implement long- and short-term strategies across various investment vehicles and offers specialized teams for family office services, sports and entertainment clients, and sub-advisory consulting.

Thomas Graff is a CFA® charterholder with 14 years of industry experience. He is currently with Facet Wealth, Inc., where he has worked since 2022, after previously spending 12 years at Brown Investment Advisory & Trust Company. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm uses technology-driven, model-based asset allocations and offers a flat subscription planning model that includes investment management.

Timothy Owings is a financial advisor at Calton & Associates, Inc. with 18 years of industry experience. He holds a Series 66 designation and previously worked at Cetera and New Windsor State Bank. Calton & Associates is a registered investment adviser, broker-dealer, and corporate insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, managing accounts through proprietary and third-party platforms using a variety of analytical approaches.

Richard Rosa is a financial advisor with Verdence Capital Advisors, LLC in Hunt Valley, MD, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Hightower Advisors and Legg Mason Wood Walker, Incorporated. Outside of his advisory work, he is the owner of Compass Sports Advisors LLC, where he acts as a certified NFL Players' Association agent involved in contract and marketing negotiations. Verdence Capital Advisors serves individual clients, businesses, pension and profit-sharing plans, trusts, estates, and independent advisers. The firm offers discretionary portfolio management and financial planning through specialized teams that include family office services and sports and entertainment advisory, using a combination of fundamental, technical, and cyclical investment analyses.

Daniel Dent is a CFA® charterholder with 36 years of industry experience. He has been with D.F. Dent and Company, Inc. since 1976. D.F. Dent and Company provides discretionary investment management and financial planning to a diverse range of individual and institutional clients. The firm employs a disciplined portfolio construction approach across equity and fixed-income strategies, managing mutual funds and serving various client types, including registered investment companies, municipal entities, and wrap/UMA programs.

Matthew Andrulot is a CFP® professional with 21 years of industry experience, currently serving at Verdence Capital Advisors, LLC. His prior experience includes roles at Independent Access Partners, LLC and Hightower Securities, LLC. He is also a partner in Hunt Valley Partners, an investment partnership where he participates in sourcing and recommending investment opportunities for limited partners. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, pension plans, trusts, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis to guide investment decisions and offers specialized teams for family office services, sports and entertainment clients, and sub-advisory consulting.

Gregory Kuta is a financial advisor with Capitol Securities Management, Inc., holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Capitol Securities Management since 2010 and was previously involved with the High Voltage Band from 2017 to 2021. Capitol Securities Management serves individual, corporate, charitable, trustee, and plan sponsor clients by offering brokerage and investment advisory services, financial planning, pension consulting, and insurance products. The firm manages assets through various programs and employs a network of investment adviser representatives who develop client-specific investment policies using a range of investment instruments.

Matthew Moore is a financial advisor at Verdence Capital Advisors, LLC with a Series 65 credential and one year of industry experience. His prior experience includes roles at KPMG LLP and Stepstone Group, as well as academic positions at Loyola University Maryland. Verdence Capital Advisors serves a diverse client base including individuals, businesses, pension and profit-sharing plans, trusts, estates, and independent advisers. The firm employs a multi-faceted investment process incorporating fundamental, technical, and cyclical analysis, and offers specialized services such as family office support, sports and entertainment advisory, and OCIO/sub-advisory solutions.

Mark Rossbach is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 27 years of industry experience. His prior roles include positions at Maryland Financial Group, Inc. dba Chesapeake Financial Planners, LPL Financial, MassMutual, and MetLife Securities. In addition to his advisory work, he is a licensed insurance agent involved in the sale of life, Medicare, accident, health, disability, and long-term care insurance products. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and oversight through a combination of in-house strategies and third-party managers.

Alexander Supplee is a CFP® professional with 12 years of industry experience, currently serving at United Capital Financial Advisors. His prior experience includes roles at Cetera Advisor Networks LLC, Girard Securities, and Merrill. He is a board member of the Greater Chesapeake Charitable Foundation, where he assists with fundraising event coordination. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm offers a range of services including sub-advisory and consulting, supported by its technology platform, FinLife Partners, which aids independent advisors.